Steward Financial Group’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5K | Buy |
+120
| New | +$5K | ﹤0.01% | 612 |
|
|
2023
Q2 | – | Sell |
-123
| Closed | -$4K | – | 710 |
|
|
2023
Q1 | $4K | Buy |
123
+64
| +108% | +$2.08K | ﹤0.01% | 354 |
|
|
2022
Q4 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 332 |
|
|
2022
Q3 | – | Sell |
-59
| Closed | -$2K | – | 640 |
|
|
2022
Q2 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 566 |
|